Purchases and Sales Made in Q2 2023 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.09K- 34.56% |
$404K - $443K
|
2.06K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.11K- 7.62% |
$412K - $452K
|
13.4K
$7.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1.11K- 5.63% |
$414K - $454K
|
18.7K
$10M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.13K- 5.39% |
$418K - $458K
|
19.8K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.18K- 6.23% |
$438K - $480K
|
17.8K
$9.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.19K- 2.99% |
$441K - $484K
|
38.6K
$20.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.19K- 6.47% |
$442K - $484K
|
17.2K
$9.25M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.2K- 56.31% |
$446K - $489K
|
931
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.2K- 21.25% |
$446K - $490K
|
4.45K
$2.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.23K- 54.3% |
$457K - $501K
|
1.04K
$557K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-1.23K- 1.69% |
$458K - $502K
|
71.5K
$38.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.23K- 1.53% |
$458K - $503K
|
79.5K
$42.7M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.24K- 17.66% |
$459K - $503K
|
5.76K
$3.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.27K- 23.25% |
$472K - $518K
|
4.2K
$2.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.29K- 9.62% |
$477K - $523K
|
12.1K
$6.49M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.3K- 7.68% |
$483K - $529K
|
15.6K
$8.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-1.3K- 0.92% |
$483K - $529K
|
141K
$75.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.33K- 2.36% |
$495K - $543K
|
55.1K
$29.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.36K- 6.72% |
$504K - $553K
|
18.8K
$10.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.4K- 23.63% |
$521K - $571K
|
4.53K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.41K- 11.24% |
$525K - $575K
|
11.2K
$6M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.42K- 1.53% |
$526K - $576K
|
91K
$48.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.42K- 0.75% |
$528K - $579K
|
187K
$100M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.43K- 9.71% |
$533K - $584K
|
13.3K
$7.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.44K- 26.07% |
$533K - $584K
|
4.07K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.46K- 0.54% |
$544K - $596K
|
269K
$144M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.48K- 8.16% |
$550K - $603K
|
16.7K
$8.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.48K- 2.89% |
$550K - $603K
|
49.7K
$26.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 4.26% |
$562K - $616K
|
34K
$18.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.52K- 5.13% |
$566K - $621K
|
28.2K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.54K- 0.88% |
$573K - $628K
|
174K
$93.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.55K- 5.73% |
$576K - $631K
|
25.5K
$13.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.55K- 3.12% |
$576K - $632K
|
48.2K
$25.9M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-1.58K- 0.7% |
$586K - $642K
|
224K
$120M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 11.07% |
$594K - $651K
|
12.8K
$6.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.6K- 1.06% |
$594K - $652K
|
150K
$80.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.61K- 1.06% |
$598K - $655K
|
150K
$80.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.63K- 8.42% |
$605K - $663K
|
17.7K
$9.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.63K- 20.9% |
$605K - $664K
|
6.17K
$3.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.64K- 3.54% |
$610K - $668K
|
44.7K
$24M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.64K- 14.51% |
$610K - $669K
|
9.67K
$5.2M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.64K- 2.85% |
$610K - $669K
|
55.9K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.68K- 3.12% |
$625K - $685K
|
52.2K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.69K- 62.38% |
$626K - $686K
|
1.02K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.74K- 3.03% |
$647K - $710K
|
55.7K
$29.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 2.93% |
$655K - $718K
|
58.5K
$31.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.79K- 1.63% |
$663K - $727K
|
108K
$57.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.8K- 7.75% |
$667K - $731K
|
21.4K
$11.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.82K- 11.35% |
$675K - $740K
|
14.2K
$7.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.85K- 8.24% |
$687K - $753K
|
20.6K
$11.1M
|